Devon Wealth is a holistic financial advisory firm based in Australia, established in 2014. With a focus on strategy and client-centered services, Devon Wealth builds and maintains long-lasting relationships with private clients. Their team of Certified Financial Planners (CFP®) are members of The Financial Planning Association of Australia, ensuring a high level of integrity, education, and professionalism. By working closely with individuals and family groups, Devon Wealth assists clients in achieving their personal financial goals through tailored financial planning solutions.
Principal Adviser Andrew Licciardi, with over a decade of experience in the financial planning industry, leads the team at Devon Wealth. specialising in wealth creation, retirement planning, Self Managed Superannuation Funds, and aged care planning, Andrew is dedicated to helping clients secure a comfortable and secure financial future. The firm prides itself on providing impeccable service, prompt communication, and ethical financial advice, as evidenced by the testimonials from satisfied clients who appreciate the personal attention and expert guidance provided by the team.
Devon Wealth’s philosophy revolves around providing holistic financial advice tailored to each client’s specific goals. By understanding the unique needs and aspirations of individuals, the team at Devon Wealth establishes realistic and achievable financial plans to help clients navigate through life’s financial challenges. With a strong emphasis on professionalism, up-to-date financial knowledge, and a caring attitude, Devon Wealth ensures that clients receive expert attention and support, whether they have a large portfolio or are small investors seeking financial guidance.